Advocacy Investing

Advocacy Investing is a Chicago-based financial firm that specializes in building comprehensive and personalized wealth strategies for individuals, families, and organizations. With over three decades of portfolio management experience on Wall Street, their team of advocates, partners, and fiduciaries are dedicated to helping clients achieve their financial goals and plan for a secure future.

As a fully virtual firm, Advocacy Investing offers virtual and in-person consultations to clients across the United States, including Chicago and the Chicagoland suburbs of Illinois, Hawaii, North Carolina, Florida, and Colorado. Their approach focuses on personal customization, ensuring that each client's wealth strategy aligns with their values and aspirations. By providing clarity, outcomes, and a human touch in an increasingly automated world, Advocacy Investing aims to help clients build not just a portfolio, but a fulfilling life.

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